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← HERITAGE ACTION FOR AMERICA

Form 990 for tax year 2024

Filed by HERITAGE ACTION FOR AMERICA.

Totals

Total revenue
$15,508,960
Total expenses
$14,823,455
Contributions and grants received
$11,978,204
Grants paid
$40,000
Program service revenue
$3,500,000
Investment income
$16,649
Other revenue
$14,107
Total assets, end of year
$5,502,328
Total liabilities, end of year
$1,432,678
Net assets or fund balances, end of year
$4,069,650
Program services expenses (Part IX)
$11,861,167
Management and general expenses
$482,528
Fundraising expenses
$2,479,760
Program service expenses (Part III)
$11,861,167

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $200,000

  • 1f · All other contributions, gifts and grants

    $11,778,204

  • 1g · Noncash contributions included above

    $154,504

  • 2a · Program service revenue: POLICY & COMM SVCS

    total $3,500,000 · related or exempt $3,500,000

  • 3 · Investment income

    total $16,797 · excluded $16,797

  • 7a · Gross sales of assets other than inventory

    securities $155,744

  • 7b · Less cost or other basis and sales expenses

    securities $155,892

  • 7c · Gain or loss

    securities -$148

  • 7d · Net gain or loss

    total -$148 · excluded -$148

  • 11a · Other revenue: OTHER INCOME

    total $14,107 · excluded $14,107

  • 11e · Other revenue, total

    $14,107

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,000 · program services $40,000

  • 5 · Compensation of officers, directors and key employees

    total $885,530 · program services $768,919 · management and general $65,387 · fundraising $51,224

  • 7 · Other salaries and wages

    total $2,791,427 · program services $2,428,190 · management and general $226,421 · fundraising $136,816

  • 8 · Pension plan contributions

    total $204,184 · program services $199,044 · management and general $1,998 · fundraising $3,142

  • 9 · Other employee benefits

    total $393,918 · program services $276,049 · management and general $37,682 · fundraising $80,187

  • 10 · Payroll taxes

    total $234,139 · program services $234,139

  • 11b · Fees: legal

    total $332,735 · program services $266,265 · management and general $10,803 · fundraising $55,667

  • 11c · Fees: accounting

    total $92,220 · program services $68,305 · management and general $11,704 · fundraising $12,211

  • 11d · Fees: lobbying

    total $55,569 · program services $55,569

  • 11e · Fees: professional fundraising services

    total $450,039 · fundraising $450,039

  • 11f · Fees: investment management

    total $1,279 · management and general $1,279

  • 11g · Fees: other

    total $4,053,434 · program services $3,349,504 · management and general $63,610 · fundraising $640,320

  • 12 · Advertising and promotion

    total $483,723 · program services $161,581 · fundraising $322,142

  • 13 · Office expenses

    total $2,922,480 · program services $2,254,892 · management and general $13,687 · fundraising $653,901

  • 14 · Information technology

    total $822,923 · program services $781,203 · management and general $9,206 · fundraising $32,514

  • 16 · Occupancy

    total $165,228 · program services $133,343 · management and general $5,319 · fundraising $26,566

  • 17 · Travel

    total $294,284 · program services $276,074 · management and general $11,267 · fundraising $6,943

  • 19 · Conferences, conventions and meetings

    total $403,459 · program services $390,113 · management and general $9,776 · fundraising $3,570

  • 21 · Payments to affiliates

    total $1,084 · program services $1,084

  • 22 · Depreciation, depletion and amortization

    total $2,942 · program services $1,588 · management and general $1,311 · fundraising $43

  • 23 · Insurance

    total $33,072 · program services $19,843 · management and general $11,575 · fundraising $1,654

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $146,217 · program services $142,096 · management and general $1,418 · fundraising $2,703

  • 24b · Other expenses: BOOKS & PRODUCTS

    total $8,613 · program services $8,613

  • 24c · Other expenses: HONORARIA & WRITER'S FE

    total $3,850 · program services $3,850

  • 24d · Other expenses: OTHER EXPENSES

    total $1,106 · program services $903 · management and general $85 · fundraising $118

  • 26 · Joint costs (an allocation of the lines above)

    total $3,064,401 · program services $2,768,551 · management and general $0 · fundraising $295,850

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,047,233 · end of year $3,776,282

  • 3 · Pledges and grants receivable

    beginning of year $234,969 · end of year $318,367

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,811 · end of year $283,907

  • 10a · Land, buildings and equipment: cost or other basis

    $165,060

  • 10b · Land, buildings and equipment: accumulated depreciation

    $151,172

  • 10c · Land, buildings and equipment, net

    beginning of year $16,831 · end of year $13,888

  • 12 · Investments: other securities

    beginning of year $799,191 · end of year $818,210

  • 15 · Other assets

    beginning of year $63,958 · end of year $291,674

  • 17 · Accounts payable and accrued expenses

    beginning of year $448,187 · end of year $850,829

  • 25 · Other liabilities

    beginning of year $395,180 · end of year $581,849

  • 27 · Net assets without donor restrictions

    beginning of year $3,380,626 · end of year $4,069,650

Mission and programs · 2024

Mission

HERITAGE ACTION FOR AMERICA PROMOTES CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE.

Activities or mission (Part I)

HERITAGE ACTION PROMOTES CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE.

  • GRASSROOTS ADVOCACY & CAPITOL HILL OUTREACH, AND EDUCATIONAL ACTIVITIES.

    Expenses $11,861,167 · Grants $40,000 · Revenue $3,500,000

As filed on the 2024 return.

Listed in Part VII

  • Jessica Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sean Fieler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jerry Grossman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rebekah Mercer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nersi Nazari PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kevin Roberts

    PRESIDENT

    Total calculated
    $950,545
    From this org
    $170,642
    From related orgs
    $682,571
    Other
    $97,332
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $102,055 + $408,219 related
    Bonus
    $63,601 + $254,406 related
    Other
    $4,986 + $19,946 related
    Deferred
    $13,800 + $55,200 related
    Nontaxable benefits
    $7,951 + $31,808 related
    Filer's total
    $192,393 + $769,579 related

  • Ryan Walker

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $415,882
    From this org
    $326,275
    From related orgs
    $0
    Other
    $89,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,343
    Bonus
    $75,394
    Other
    $538
    Deferred
    $54,500
    Nontaxable benefits
    $38,401
    Filer's total
    $419,176

  • John Backiel

    TREASURER

    Total calculated
    $388,082
    From this org
    $0
    From related orgs
    $313,985
    Other
    $74,097
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,966 related
    Bonus
    $0 + $55,317 related
    Other
    $0 + $2,702 related
    Deferred
    $0 + $43,647 related
    Nontaxable benefits
    $0 + $41,941 related
    Filer's total
    $0 + $399,573 related

  • Ian Artinger

    VP, DIG. ADV/TREAS.

    Total calculated
    $114,095
    From this org
    $86,030
    From related orgs
    $0
    Other
    $28,065
    Hours/week
    40

  • Janae Stracke

    VP, OUTREACH & ADVOCACY

    Total calculated
    $327,135
    From this org
    $123,749
    From related orgs
    $151,249
    Other
    $52,137
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $103,176 + $126,104 related
    Bonus
    $20,388 + $24,919 related
    Other
    $185 + $226 related
    Deferred
    $17,543 + $21,442 related
    Nontaxable benefits
    $9,194 + $11,238 related
    Filer's total
    $150,486 + $183,929 related

  • Catherine Gunsalus

    STATE ADVOCACY DIRECTOR

    Total calculated
    $184,556
    From this org
    $164,123
    From related orgs
    $0
    Other
    $20,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,318
    Bonus
    $20,575
    Other
    $230
    Deferred
    $8,574
    Nontaxable benefits
    $15,188
    Filer's total
    $187,885

  • Sarah Ursprung

    DIRECTOR OF HOUSE RELATIONS

    Total calculated
    $178,345
    From this org
    $157,883
    From related orgs
    $0
    Other
    $20,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,332
    Bonus
    $21,551
    Other
    $0
    Deferred
    $8,344
    Nontaxable benefits
    $16,228
    Filer's total
    $182,455

  • Stephanie Kreuz

    DIRECTOR OF SENTINEL ENGAGEMENT

    Total calculated
    $163,284
    From this org
    $139,653
    From related orgs
    $0
    Other
    $23,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,623
    Bonus
    $17,836
    Other
    $194
    Deferred
    $11,844
    Nontaxable benefits
    $16,745
    Filer's total
    $168,242

  • Thaddeus Brock

    DIR. OF STRATEGIC ENGAGEMENT & ADVOCACY

    Total calculated
    $133,293
    From this org
    $114,521
    From related orgs
    $0
    Other
    $18,772
    Hours/week
    40

  • Daniel Mauler

    GENERAL COUNSEL

    Total calculated
    $420,030
    From this org
    $112,301
    From related orgs
    $262,036
    Other
    $45,693
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $94,003 + $219,341 related
    Bonus
    $18,092 + $42,215 related
    Other
    $206 + $480 related
    Deferred
    $13,350 + $31,150 related
    Nontaxable benefits
    $1,399 + $3,264 related
    Filer's total
    $127,050 + $296,450 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FIRST-CLASS OR CHARTER TRAVEL: HERITAGE ACTION ALLOWS FIRST-CLASS OR CHARTER TRAVEL FOR CERTAIN APPROVED STAFF IN CERTAIN CIRCUMSTANCES, SUCH AS INTERNATIONAL TRAVEL, AND ONLY WHEN CONDUCTING OFFICIAL BUSINESS FOR HERITAGE ACTION. IN ACCORDANCE WITH HERITAGE ACTION'S TRAVEL POLICIES, ANY AMOUNT PAID BY HERITAGE ACTION FOR ANY TRAVEL BY ANY EMPLOYEE THAT IS NOT BUSINESS RELATED IS REQUIRED TO BE REIMBURSED BY THE INDIVIDUAL TO HERITAGE ACTION OR IT IS INCLUDED IN THE INDIVIDUAL'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II.
PART I, LINE 7
A PORTION OF MANAGEMENT COMPENSATION IS IN THE FORM OF AN ANNUAL BONUS. MANAGEMENT BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S GOALS AND OBJECTIVES AS WELL AS ON THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. BONUSES ARE NOT BASED ON A FIXED FORMULA. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND QUARTERLY REPORTS OF ORGANIZATION ACTIVITIES ARE PROVIDED TO THE BOARD OF DIRECTORS ("THE BOARD').

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AMERICAN DREAM BROADCASTING INC

    C · BROADCASTING SERVICES · DC · 100% owned · share of assets $5,226 · controlled entity

    Directly controlled by HERITAGE ACTION FOR AMERICA

  • THE DAILY SIGNAL MEDIA GROUP INC

    C · PUBLISHING · DE

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513189349313311

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